Making the Transition from Technical to Management

1. Making the Transition from Technical to Management Rahul Dogra dograrahul@aol.com www.rahuldogra.com

2. Making the Transition from Technical to Management • We will: • Identify how to manage the transition from a technical expert, towards management • Focus on developing key skills, including: • Effective delegation • Motivating others • Getting the most from the team • Managing team performance to achieve organizational outcomes

3. How Difficult Was the Transition for You? • What were the challenges you faced? • As a new manager • What are your immediate areas of focus? • Reflecting back, as an experienced manager • What would you do differently?

4. The First Steps of Our Career • We enter an organization, primarily based on our technical capabilities, knowledge, competencies and insights • Based on solid quantitative cause and effect models • Rise within the organization, is dependent on enhancing these abilities Technical Technical Technical

5. The Transition • At a certain point (normally when a technical plateau has been reached), management responsibilities are offered • Should it be this way? • What happens if you do not want to become a manager of people, and instead focus on your technical abilities? • A new set of skills are required (often rapidly) • More qualitative than the technically based quantitative skills • The main area of focus is now on the management of people • What is done to prepare us? • Attend courses • Read a book • Watch others • Nothing!

6. The Ideal Manager • Think about your ideal manager • What capabilities do they have? • What do they do right and why? • Alternatively think about a bad manager you have come across • What capabilities do they not have? • What do they do wrong and why? • Why not adopt a reverse engineered approach?

7. The Transition From Technical to Management Management Technical

8. Managing the Transition • The transition needs careful management and the development of new • Skills • Capabilities • Insights • Competencies • We need to let learn to let go and embrace new capabilities • Letting go can be painful, for some • If this transition is not managed well, it shapes our future management capabilities

9. Why Do Most People Leave an Organization? • Financial rewards? • Lack of career progression? • Poor organizational strategy? • No team unity? • Lack of career progression? • ............................ • What is the number one reason?

10. What is Management? • Management is all about the team, regardless of size • The goal is to make others succeed • Your success is dependent on the team

11. Leveraging Your Value Add • You make others succeed by adding value • As a technical person, it is easy to identify the value provided • You need to clarify what value you provide as a manager • From an individual, team and organizational perspective • Write down your value add here:

12. Being Clear About Your Value Add • Value is created from doing the following effectively and efficiently: • Planning Resource management • Providing technical insights Making decisions • Being innovative Dealing with conflict • Communicating effectively Managing performance • Reporting Budgeting • Handling change Developing soft skills?

13. What Roles Does a Manager Undertake? Henry Mintzberg (1973, The Nature of Work) investigated the roles of a manager • Identified ten management roles • Formal authority and status leads to the following roles • Interpersonal • Informational • Decisional

14. Mintzberg Roles Interpersonal Informational Decisional

15. Enhancing Your Managerial Skill Set • You will need to develop your managerial toolkit, with new skills, capabilities, competencies, which will may be qualitative in nature • Some of these skills can be developed by • Learning on the job • Learning from mistakes • Getting a mentor • Taking courses • Wanting to learn and continually improve What efforts are required? How long? What will be different? Future Current

16. What Tools Do You Need? • There are many skills to develop, including:

17. Delegation • Many managers find delegation hard to do, initially • Letting go is never easy • You often convince yourself that • “I can do a better job” • “Takes longer to do, so I will do it myself” • A key management trait, is teaching your team, everything you know • Very hard for some to embrace this ethos • Delegation is hard in the beginning, but is worth it in the longer term

18. How to Delegate • Set clear objectivesand timescales • Identify customer requirements • Manage expectations • Acknowledge success • Identify lessons learned Manage the process Provide the resources Involve others Stay on track • Play to their strengths • How will the tasks fit together • What is the big picture • Macro not micro management skills • Regular follow up using formal and informal channels

19. What Tools Do You Need? • There are many skills to develop, including:

20. Motivating Others • You can not manage or lead, if you do not motivate followers • To motivate others, you need to understand individuals • What drives them • What do they want to achieve • What is their career path • You will need to adopt different management approaches, depending on the individual • One size fits all, rarely works • Adapting to the situation is key • “It is not about what they said, but how they made me feel”

21. Daniel Pink’s Approach • Dan Pink (2005: Drive) provides a modern overview of motivation theory and suggests that we have three key motivational drivers: • Autonomy: The desire to direct our own lives • Mastery: The urge to get better at something that matters to us • Purpose: To do and achieve something that is larger and more enduring than ourselves • See: http://www.youtube.com/watch?v=u6XAPnuFjJc • (Go to Youtube.com and type Dan Pink, Drive RSA Animation)

22. What Tools Do You Need? • There are many skills to develop, including:

23. Getting the Most From the Team • For a new manager the pressing the need is to adjust from being friends to managing and being responsible for the performance of others • Your job is to make others succeed, so you need to establish • A clear management vision • Determine what critical success factors are required to enable the vision to occur

24. Individuals Within the Team • The team consists of individuals • Do you understand their key strengths and weaknesses • Each individual contributes to the team and this uniqueness is the key to diversity • A team is strengthened through the various individual roles, insights and contributions

25. Team Performance • You are responsible for the performance of the team and the individuals within it • The team will go through Tuckman’s team development cycle to improve their effectiveness • Forming: Individuals getting to know each other and their roles • Storming: Task is discussed and ideas proposed that may result in conflict • Norming: More harmony is created and the rules are established • Performing: Once the previous stages are complete, the group can work effectively • Adjourning: The group task may be complete and effective closure is required

26. Performance and Tuckman’s Model Performance Performing Forming We want to get straight away to performing, but unless we manage the stages, the conflicts that arise, performing will not occur Norming Storming Time

27. Belbin’s Team Roles

28. What Tools Do You Need? • There are many skills to develop, including:

29. Managing Individual Performance • Managing the performance is a a core duty of a manger 80% performers How much time does a manager allocate to the team? 10% under-performers 10% over-performers

30. What is Performance Management • Managing and developing people and teams to achieve organizational goals, through shared understanding, learning and development • For this to work, emphasis must be placed on feedback, coaching, review of goals, acknowledging and rewarding success • This can be done formally and informally Feedback, coaching, dialogue, motivation, reviews, problem solving

31. Take Away • Do not stand still, keep improving strengths and mitigate weaknesses • Identify, protect and enhance, how you add value • Find a mentor • Manage expectations • Yours and the teams • Develop and enhance your team • Make time to deal with events, as and when they happen • Be visible by Management By Walking About (MBWA) • Not MBW Away! • Keep learning